Documents

Staff manage files under Settings → Documents (Documents in the staff nav area). Owners read shared and their own files in the portal.

Visibility

When you upload, choose:

• Shared — all owners at this barn — every linked portal owner can open the file
• A specific client — only that owner sees it in their portal (private boarding contract, personal Coggins packet, etc.)

Horse-scoped visibility may appear for entity-linked files in some flows; client detail also has an entity documents panel for owner-specific uploads.

Upload

1. Open Documents.
2. Choose a file (PDF or common document/image types supported by storage).
3. Add a clear title owners will recognize.
4. Set visibility (shared vs client).
5. Submit — success confirms the upload.

Who can see what

Audience	Shared docs	Client-only docs
Staff (org members)	Yes	Yes (all clients)
Portal owner	Yes	Only their client
Public / unauthenticated	No	No

Best practices

• Put barn rules, emergency plans, and fee schedules as shared.
• Put individual contracts and medical packets as client-only.
• Use descriptive titles (“2026 Boarding Agreement — Smith”) so owners find files quickly.
• Delete obsolete versions after uploading replacements so the portal stays clean.

Related pages

• Client detail → documents for that owner
• Portal → Documents for the signed-in horse owner

Related help

• Clients: horse owners and billing contacts
• Horse owner portal